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    Paraplanner - Birmingham, United Kingdom - Idex

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    Description

    My client is a UK wide IFA group with as strong presence in the Midlands.

    Following a period of expansion they now service clients across four well placed offices throughout the region.

    Due to growth they are seeking a Paraplanner to join a friendly and hardworking team supporting a team of Financial Planners.

    Responsibilities:

    • Liaise closely with Financial Planners to gather fact find information for researching suitable outcomes
    • Prepare complex research and recommendations across a wide range of Financial Planning solutions
    • Prepare findings ahead of client meetings
    • Preparing suitability reports based on suitable client outcomes
    • Ad hoc project work

    Candidate requirements
    Essential to have worked in a similar Paraplanner role.
    Comprehensive understanding of Financial Planning solutions in retirement, investment and tax efficiency.

    Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

    Our Diversity, Equity and Inclusion Mission

    At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.


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